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| Name: |
Fi3 FINANCIAL ADVISORS LLC |
| City: |
Indianapolis |
| State: |
IN |
| Zip: |
46290 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$523.39 |
$34,654,000 |
72,553 |
16.51% |
4,835,000 |
3,114 |
0.001 |
Closed - End Fund - E... |
|
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IJR |
iShares Core S&P Small-Cap |
2 |
- |
$108.98 |
$31,451,000 |
290,539 |
14.99% |
4,782,000 |
7,823 |
0.05 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$30,358,000 |
633,781 |
14.46% |
4,274,000 |
37,162 |
0.028 |
Closed - End Fund - F... |
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HI |
Hillenbrand Inc |
5 |
- |
$43.81 |
$13,859,000 |
289,641 |
6.6% |
1,605,000 |
26 |
0.387 |
Personal Services |
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LLY |
Eli Lilly & Co |
6 |
- |
$760.00 |
$8,644,000 |
14,829 |
4.12% |
696,000 |
31 |
0.002 |
Drug Manufacturers - ... |
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VTI |
Vanguard Total Stock Market... |
11 |
- |
$258.05 |
$4,330,000 |
18,252 |
2.06% |
1,426,000 |
4,579 |
0.002 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
14 |
- |
$0.00 |
$3,046,000 |
43,295 |
1.45% |
993,000 |
11,399 |
0 |
N/A |
|
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VNQ |
Vanguard REIT Index VIPERs |
17 |
- |
$82.89 |
$1,569,000 |
17,757 |
0.75% |
285,000 |
788 |
0.005 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
21 |
- |
$898.78 |
$1,152,000 |
2,326 |
0.55% |
144,000 |
10 |
0 |
Semiconductor - Speci... |
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AVGO |
Broadcom Limited |
39 |
- |
$1,332.80 |
$459,000 |
411 |
0.22% |
131,000 |
16 |
0 |
Semiconductor- Broad... |
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PEP |
Pepsico Inc |
44 |
- |
$179.79 |
$429,000 |
2,524 |
0.2% |
19,000 |
107 |
0 |
Beverage Soft Drinks... |
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AMD |
Advanced Micro Devices Inc |
52 |
- |
$151.92 |
$321,000 |
2,178 |
0.15% |
104,000 |
72 |
0 |
Semiconductor- Broad... |
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VTV |
Vanguard Value VIPERS |
55 |
- |
$161.40 |
$276,000 |
1,844 |
0.13% |
24,000 |
19 |
0 |
Closed - End Fund - E... |
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MRK |
Merck & Co Inc |
56 |
- |
$131.20 |
$275,000 |
2,522 |
0.13% |
44,000 |
276 |
0 |
Drug Manufacturers - ... |
|
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KO |
Coca-Cola Co |
57 |
- |
$63.26 |
$267,000 |
4,538 |
0.13% |
267,000 |
4,538 |
0 |
Beverage Soft Drinks... |
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DE |
Deere & Co |
61 |
- |
$407.89 |
$248,000 |
620 |
0.12% |
44,000 |
81 |
0 |
Farm & Construction M... |
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WM |
Waste Management Inc |
65 |
- |
$211.49 |
$224,000 |
1,249 |
0.11% |
224,000 |
1,249 |
0 |
Waste Management |
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